Manager FP&A GWAM, Intermediary

Manulife • Toronto, ON

8d • $92,900 - $142,900 • Hybrid

About The Position

The Global Wealth and Asset Management (WAM) Financial Planning & Analysis (FP&A) team delivers accurate, timely, and relevant reporting and analysis to a variety of stakeholders. The team is focused on producing thoughtful, relevant global management reporting materials for business units, Group Finance, Investor Relations, the Board of Directors and external stakeholders, providing relevant information related to external reporting for WAM, upgrading and centralizing the delivery model, driving process improvements, and operating a Planning and Reporting Centre of Expertise (CoE), including thought leadership and the production of planning figures. This role reports to the Director, Head of FP&A Intermediary, and is looking for a Manager and finance professional who will take a key role in supporting the fast-growing Intermediary franchise by delivering accurate, timely, and relevant reporting and analysis to support the business and senior management decision making.

Requirements

• University degree in Accounting/Finance
• Professional accounting designation (CPA) or Degree specialized in Accounting/Finance preferred.
• Over 5 years of experience in a finance role
• Wealth and Asset Management industry experience an asset
• Demonstrated experience developing, reviewing/vetting, working with financial models and analyzing potential risks; exceptional analytical skills coupled with a critical thinking mindset and eye for details
• Strong Excel and PowerPoint skills
• Essbase/ledger and Anaplan expertise would be an asset
• Proven ability to thrive in a fast paced, high-performing, and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
• Proactive approach to continuous improvements and a positive, “can-do” attitude
• Curious with the ability to identify and investigate complex issues, and recommend actionable solutions
• Experience with writing, analysis and storytelling for effective deck production
• Exceptional analytical skills coupled with a critical thinking mindset
• Advanced executive communication and writing skills; ability to succinctly engage with management and other team members

Nice To Haves

• Wealth and Asset Management industry experience
• Essbase/ledger and Anaplan expertise

Responsibilities

• Acquire deep institutional knowledge of Intermediary (Retail Mutual Funds) and its financials
• Build, and maintain financial models to support the evolving needs of the business
• Play a lead role in the financial analysis and annual planning for the business, including investigation of trends, model projections, sensitivities, key metrics (e.g. earnings, flows, AUM), preparation of presentation decks, and ad hoc requests as required
• Prepare high-quality monthly and quarterly reports, dashboards and presentations
• Leverage in-depth Essbase / Smart View and Anaplan knowledge to efficiently produce financial planning and reporting
• Contribute to management reporting and business analysis, including consolidating, analyzing, and synthesizing large amounts of complex financial and non-financial information from numerous suppliers from Intermediary Finance and Reporting teams.
• Prepare high-quality monthly and quarterly reports, dashboards and presentations that are presented to the CFO team in a timely and organized fashion.
• Contribute to strategy and business-led discussions by providing financial insights, business trends and understanding of our overall GWAM objectives; providing quantification or “proof points” to support decisions
• Serve as an Intermediary Subject Matter Expert (SME) for various cross-company/BU strategic initiatives and projects; offering Intermediary-specific lenses to issue considerations and resolution.
• Help to develop an Intermediary talent pool by training and mentoring junior members of the Finance team
• Help to develop and operationalize best-in-class reporting framework, including financial and non-financial metrics and KPIs to illustrate key levers for differentiation and growth and enable forward-looking decisions
• Demonstrate strong attention to detail, focusing on financial integrity, consolidation, alignment, and consistency in “look and feel” deliverables.
• Lead ongoing improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
• Work collaboratively with partners and stakeholders; building and leveraging relationships by understanding their issues and challenges

Benefits

• health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• financial education and counseling resources.
• generous paid time off program in Canada includes holidays, vacation, personal, and sick days
• full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager